All Strategies articles – Page 12
-
White papersWhat do we know about retail responsible investors?
The Amundi Investment Institute, in partnership with Crédit Agricole du Languedoc, the University of Montpellier, and Montpellier Business School (MBS), has forged a unique collaboration dedicated to advancing our understanding of individual investors’ financial preferences and needs. This partnership combines academic rigor with practical insights from the financial industry, creating a rich foundation for exploring the evolving landscape of retail investment behavior.
-
White papersAI In Investment Management: The Advancement Of Learning
At Amundi, we have previously explored NLP approaches but were disappointed by their instability - small changes in input words or word order often led to significant shifts in interpretation.
-
White papersU.S. equities: A constructive setup for 2026
With rate cuts likely in a non-recessionary environment and strong tech momentum, U.S. equity markets appear well-positioned for further gains into 2026.
-
White papersEuropean infrastructure - Striking the right balance
Despite macroeconomic turmoil in some markets, infrastructure decarbonisation and digitalisation remain viable and appealing thematic investment options in Europe. Karen Azoulay, Head of Infrastructure Debt and Paul-Francois Prouvost, Private Assets Investor Relations, review the opportunities in European Infrastructure.
-
PodcastTalking Heads – Flexibility in global bonds with absolute return
James McAlevey, Head of Global Aggregate and Absolute Return explains how his team applies the flexibility of an absolute return approach to generate returns regardless of the overall environment in bond markets.
-
White papersAI, cloud computing see data markets mature
Principal Asset Management’s Matt Hackman and Sebastian Dooley see data centres emerge as in-demand asset as a matter of function and investment
-
White papersAI in investment research
As the investment landscape evolves, the integration of artificial intelligence (AI) technologies with human cognitive processes emerges as the next frontier in investments.
-
PodcastRate Expectations: Reading the Macro Tea Leaves and Why it’s Critical for Income Investors
How can investors navigate the complexities of today’s economic environment while maintaining a long-term perspective? Sandra Rhouma, AllianceBernstein’s European economist, emphasizes the importance of maintaining a calm and steady approach to economic forecasting that sifts through the noise and is focused on the global economy’s long-term trajectory.
-
White papersMobilising finance for sustainable transition
The lack of financing for sustainability transition across companies in emerging markets (EMs) has created a critical gap. With EM corporates facing limited access to dedicated funding pools, it is vital to channel capital into companies that are actively implementing ambitious and measurable sustainability initiatives. By supporting businesses on their journey towards sustainable practices, investors may catalyse positive environmental and social change while generating long-term financial returns.
-
White papers9 advantages of emerging market debt
Globally, yields on high-quality assets feel thin once adjusted for inflation and tax. Corporate balance sheets look sound, yet spreads are tight and carry is limited. Under such circumstances, emerging market debt offers a clear payoff profile.
-
White papersDo you want to track—or do you want to lead?
In an era of benchmark concentration and high performance dispersion, investors face a fundamental question: track the market, or target outperformance by adding active risk that may lead to underperformance?
-
White papersReframing China: Why It’s Time to Rethink China Exposure as “AllChina”
For decades, global investors have treated China as a fragmented market: Mainland China as emerging, Hong Kong as developed, and Macau as too small to matter. This divide reflected the 1997 “one country, two systems” framework that granted Hong Kong a high degree of autonomy. But that separation is increasingly obsolete.
-
White papersThe Case for a Standalone India Allocation
India is rapidly emerging as a key player in the global economy, currently ranked as the fifth-largest with a nominal GDP of US$ 3.9 trillion. It is projected to become the third-largest economy by the end of the decade, with GDP expected to surpass US$ 6 trillion.
-
White papersEmerging market investment grade bonds: a strategic anchor in today’s uncertain world
Emerging market investment grade (EM IG) bonds, considered the defensive corner of fixed income, offer the potential for steady returns from higher yields and lower volatility. These bonds are underpinned by strong fundamentals, broad regional and sector diversification, and a track record of resilience during financial crises. Active managers can capitalize on inefficiencies within the EM IG space, presenting a compelling investment opportunity.
-
Asset Manager NewsRedevco launches pan-European retail parks strategy with €500 million commitment from CBRE Investment Management
London, October 2, 2025 -Redevco, one of Europe’s largest privately-owned real estate management firms, today announces the launch of its closed-end Redevco European Retail Parks Fund. This new investment vehicle focuses on acquiring and managing high-quality, convenience-led retail parks across Europe and the UK. The strategy is backed by commitments from CBRE Investment Management’s (“CBRE IM”) Indirect Real Estate Strategies, acting on behalf of global institutional investors, as well as co-investment by Redevco.
-
White papersLight industrial and logistics real estate in Europe: a cornerstone for diversified investment strategies
In the ever-changing European real estate landscape, light industrial properties have emerged as a strategically asset class. With their flexibility, multi-tenant structures and proximity to urban centres, these assets are a compelling addition to diversified investment portfolios. At Swiss Life Asset Managers, light industrial real estate is a key pillar of our investment strategy, alongside logistics, life sciences and living – the 4L strategy, underscoring its long-term relevance and performance potential.
-
Asset Manager NewsGenerali Investments Completes Acquisition of Majority Stake in MGG Investment Group
NEW YORK and MILAN – Generali Investments, a leading global investment management firm and part of the Generali Group, and MGG Investment Group (“MGG”), a U.S. private direct lending investment firm with over $6.5 billion in assets under management which was launched in 2014 by Kevin Griffin and McCourt Global, today announced Generali Investments’ wholly-owned subsidiary, Conning & Company, completed its acquisition of a 77% stake in MGG and its affiliates.
-
PodcastThe $100 Trillion Inheritance
On this episode of Disruptive Forces, host Anu Rajakumar sits with Stephanie Luedke, Head of Private Wealth at Neuberger Berman, to demystify the changing dynamics of generational wealth transfer and its growing impact on families, advisors, and the broader market. Together, they discuss the drivers of this historic shift, explore trends in family governance and investment behavior, and share practical perspectives for those looking to sustain their legacy in a rapidly evolving world.
-
VideoThe MDT factor: How MDT is different from traditional fundamental and quant equity strategies
Scott Conlon, Investment Director, MDT Advisers, breaks down how MDT sets itself apart from traditional fundamental and quant equity strategies – offering a data-driven, dynamic edge.
-
White papersWhen down is up and South is North: Trade finance and tariffs
Tariffs continue to dominate headlines, drawing the focus of policymakers, businesses and consumers alike. These trade barriers, often enacted to shield domestic industries, can have profound effects on global commerce. A well-structured trade finance strategy offers investors the potential ability to seize these emerging opportunities.
